Enhanced interface

Install VAT and GST sample custom reports

Sage Intacct provides sample VAT and GST custom reports to help you with your tax liability reporting.

About the sample custom reports

Sage Intacct provides several sample custom reports to help you with your tax liability reporting needs. You can start with the sample custom reports and then tailor them to create your own reports. This works well if you use a custom VAT tax solution.

Report type	Description
Summary report	Groups transactions by tax detail. Displays subtotals for the net amount, tax amount, and total amount for transactions with VAT, GST, or sales tax.
Detail report	Groups transactions by tax detail. Displays information in the summary report and detail information for each transaction. Displays transaction record IDs grouped by application area with links to the source transaction.
Submission box detail report	Groups transactions by tax submission box number. Displays information in the summary report and detail information for each transaction. Displays transaction record IDs grouped by application area with links to the source transaction.
Submission box detail report_VAT group	Groups transactions by tax submission box number. Displays information in the summary report and detail information for each transaction. Displays transaction record IDs grouped by application area with links to the source transaction. Displays location and location ID information for all entities that share a tax ID.
BAS summary report: other taxes	Summary report for transactions with tax other than GST-related tax, such the Luxury Car Tax, Wine Equalisation Tax (WET), and Withholding Tax (AUS only).
BAS detail report: other taxes	Detail report for transactions with tax other than GST-related tax, such the Luxury Car Tax, Wine Equalisation Tax (WET), and Withholding Tax (AUS only).
EC sales list: goods	Displays details of sales or transfers of goods to other VAT registered companies in other EU countries (UK and FR only).
EC sales list: services	Displays details of sales or transfers of services to other VAT registered companies in other EU countries (UK and FR only).
VAT100 dashboard reports	Generates box reports for UK VAT that you can add to a dashboard. The dashboard lets you preview a VAT return without having to close the books and run a tax submission (UK only).

The sample reports are in xml packages that you can download and then install into Sage Intacct.

Install the sample custom reports

The VAT and GST sample custom reports are available in custom packages.

Subscription	Customization Services Platform Services
Regional availability	All regions, excluding US
User type	Business user with admin privileges

Download the zip file that contains the packages for the sample custom reports.
Unzip the downloaded file—VAT_and_GST_sample_custom_reports.zip.
The following xml packages are extracted:
- Australia BAS sample custom reports package
- Canadian sales tax sample custom reports package
- Custom VAT sample custom reports package
- EC sales list sample custom reports package
- France VAT sample custom reports package English
- France VAT sample custom reports package French
- France EC sales list sample custom reports package English
- France EC sales list sample custom reports package French
- Germany VAT sample custom reports package English
- Germany VAT sample custom reports package German
- New Zealand GST sample custom reports package
- Republic of Ireland sample custom reports package
- Singapore GST sample custom reports package
- South Africa sample custom reports package
- UK VAT sample custom reports package
- UK VAT100 dashboard reports package
Go to either:
- Customization Services > All > Customization tools > Custom packages.
- Platform Services > All > Customization tools > Custom packages.
On the Custom Packages page, select New Package.
The Import Custom Package page appears.
Select the XML file of the package and select Open.
Select Import.
Repeat steps 3 through 5 for each package that you want to add.

Create your own custom report

The sample custom reports can be run as is. However, you'll most likely want to create your own report by tailoring an existing report, particularly if you use a customVAT tax solution.

The easiest way to create your own report is to duplicate a sample report and then modify it.

Subscription	Customization Services Platform Services
Regional availability	All regions, excluding US
User type	Business user with admin privileges
Permissions	Custom Reports: List, View, Add, and Edit

Go to either:
- Customization Services > Setup > Custom reports.
- Platform Services > All > Custom reports.
In the Custom Reports list, select one of the sample custom reports and select the Duplicate link next to it. The Custom Report Writer opens.
Leave Tax Record as the primary data source.
Select Next to advance through each step to customize the report and save it with the desired name.
See Use Custom Report Writer Wizard—CRWZ for detailed information.

Custom reports that have been saved to an application menu can be memorized. To memorize a report, you need permissions for List and View Tax records in the Taxes application.